0001172661-17-002047.txt : 20171114 0001172661-17-002047.hdr.sgml : 20171114 20171114090721 ACCESSION NUMBER: 0001172661-17-002047 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palestra Capital Management LLC CENTRAL INDEX KEY: 0001568788 IRS NUMBER: 352421252 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15289 FILM NUMBER: 171198649 BUSINESS ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568788 XXXXXXXX 09-30-2017 09-30-2017 false Palestra Capital Management LLC

1330 Avenue Of The Americas 21st Floor New York NY 10019

13F HOLDINGS REPORT 028-15289 N John Rogers 212-291-7485 /s/ John Rogers New York NY 11-14-2017 0 23 1612656 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 84159 86430 SH SOLE 86430 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 45064 124000 SH SOLE 124000 0 0 COMCAST CORP NEW CL A 20030N101 119557 3107000 SH SOLE 3107000 0 0 DOWDUPONT INC COM 26078J100 98840 1427700 SH SOLE 1427700 0 0 EBAY INC COM 278642103 38679 1005700 SH SOLE 1005700 0 0 F M C CORP COM NEW 302491303 65072 728609 SH SOLE 728609 0 0 FIRST DATA CORP NEW COM CL A 32008D106 65008 3603528 SH SOLE 3603528 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 89798 580200 SH SOLE 580200 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 79972 1151500 SH SOLE 1151500 0 0 LENDINGCLUB CORP COM 52603A109 28745 4720000 SH SOLE 4720000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 68113 2090000 SH SOLE 2090000 0 0 MICROSOFT CORP COM 594918104 84546 1135000 SH SOLE 1135000 0 0 MOHAWK INDS INC COM 608190104 87046 351686 SH SOLE 351686 0 0 PRAXAIR INC COM 74005P104 77542 554900 SH SOLE 554900 0 0 PTC INC COM 69370C100 86570 1538200 SH SOLE 1538200 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 92620 1449909 SH SOLE 1449909 0 0 T MOBILE US INC COM 872590104 59741 968884 SH SOLE 968884 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 71830 702636 SH SOLE 702636 0 0 UNITED TECHNOLOGIES CORP COM 913017109 39862 343400 SH SOLE 343400 0 0 UNIVAR INC COM 91336L107 72938 2521182 SH SOLE 2521182 0 0 US FOODS HLDG CORP COM 912008109 37380 1400000 SH SOLE 1400000 0 0 VANTIV INC CL A 92210H105 74762 1060900 SH SOLE 1060900 0 0 YANDEX N V SHS CLASS A N97284108 44812 1360000 SH SOLE 1360000 0 0